UBS Trims International Paper (IP) Target as Cost-Saving Efforts Continue

International Paper Company (NYSE:IP) is included among the 13 Best February Dividend Stocks to Buy.

On January 12, UBS analyst Anojja Shah trimmed International Paper Company (NYSE:IP)’s price target to $51 from $53 while maintaining a Buy rating. The firm pointed to ongoing self-help efforts and cost savings tied to recent mill closures, along with the company’s longer-term goal of reaching $5 billion in EBITDA by 2027.

International Paper has also been named to RBC Capital Markets’ Top 30 Global Ideas list for 2026. RBC analyst Matthew McKellar and his team said the company is well-positioned to benefit from tighter containerboard capacity in North America, which could support price increases in the first half of 2026. The firm also highlighted International Paper’s progress on internal efficiency initiatives, which are expected to drive meaningful EBITDA growth by 2027.

RBC rates the stock Outperform and views it as a long-term holding, citing the company’s strong positions in industries that are becoming more consolidated. The firm also sees value in International Paper’s more disciplined capital allocation, with a focus on cutting costs, improving reliability, and investing in high-return projects that should strengthen the business over time. The company’s broader transformation plan is seen as an additional source of upside.

RBC’s $55 price target reflects a blended multiple of about 7.75 times estimated trend EBITDA and projected 2026 EBITDA.

International Paper Company (NYSE:IP) provides sustainable packaging solutions and is a global producer of renewable, fiber-based packaging products.

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